While staying in the family home may be the desired option for many seniors, it may not be practical or even feasible. Deciding on the appropriate housing option is a complicated decision involving many different factors, both financial and nonfinancial. Some different housing options to consider are:

Independent living communities

Dependent (assisted) living facilities

Nursing homes

Continuing care retirement communities (CCRCs)

We help educate our clients on these different options as they relate to affordability, level of medical services provided, social life opportunities, and personal services offered. We can also provide a list of questions to consider when visiting these types of facilities.

Have a question?

Speak with Myles VanderWeele, CFP®, Principal, who provides investment and financial planning advice for clients and is responsible for a specialized program to meet the unique needs of attorneys.

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Myles VanderWeele, CFP®

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